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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Smith is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eric has been in the financial services industry since 1993. Eric's experience includes working with Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., and Linsco/Private Ledger Corp. Eric is registered with the state of Nevada and is licensed to provide financial advice. Eric offers investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals. Eric also provides investment advice through his own firm, Trin Wealth Management LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
09/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
NV
01/01/2008 - 09/01/2022
WELLS FARGO CLEARING SERVICES, LLC (RENO NV)
NV
10/19/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RENO NV)
SC
08/27/1993 - 10/30/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 04/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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